Author

@ftr_investors ftr_investors

Bullish AI-infrastructure curator pairing capex newsflow with valuation-anchored secular thesis

Aggregates AI/tech earnings, product launches, partnerships

trader score
+0.23
hit rate
40%
mean α
+0.13%
signals 14d
97

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 40% hit rate, +0.13% mean alpha, trader score +0.23. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 69 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03HXSCL@ftr_investors+0.45Argues AI memory demand benefits SK hynix across HBM, DRAM and enterprise SSDs.
2026-07-03ADYEN@ftr_investors+0.35Jefferies expects strong Q2 revenue and volume growth and says acquisitions support growth.·
2026-07-03AMZN@ftr_investors+0.25Amazon plans to launch Leo satellite internet after reaching 394 satellites in orbit.
2026-07-02META@ftr_investors+0.20Meta is rolling out Pocket, an AI-powered social app for interactive mini-games from text prompts.
2026-07-02MSFT@ftr_investors+0.25Microsoft is investing $2.5B to launch an AI engineering business with 6,000 experts.
2026-07-02TSLA@ftr_investors+0.60Tesla delivered 480,126 Q2 vehicles, up 25% YoY and above Wall Street expectations.
2026-07-02CRWD@ftr_investors+0.00CrowdStrike's 4-for-1 stock split took effect and is reflected in shares.
2026-07-02AMZN@ftr_investors+0.20Amazon is expanding in-house AI chips for devices and teased new AI-powered portable devices.
2026-07-01META@ftr_investors+0.35Meta jumped 7% after reports it may launch a cloud business selling excess AI compute and model access.-4.9%
2026-07-01QQQ@ftr_investors+0.20Author reports portfolios beat S&P 500 and Nasdaq in June due to winners.-1.7%
2026-07-01SPY@ftr_investors+0.20Author reports portfolios beat S&P 500 and Nasdaq in June due to winners.-0.1%
2026-07-01BYDDF@ftr_investors+0.35BYD global vehicle sales rose 5.5% YoY in June with record exports up 95%.·
2026-07-01BE@ftr_investors+0.40Brookfield expanded its AI infrastructure partnership with Bloom Energy from $5B to $25B.-6.4%
2026-07-01BN@ftr_investors+0.20Brookfield expanded its AI infrastructure partnership with Bloom Energy from $5B to $25B.+1.5%
2026-06-30AXON@ftr_investors+0.35AXON CEO outlines AI-powered non-lethal drones and next-generation TASER tech.+6.5%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.